Folders and documents in a Deal Room can be enabled, disabled, or deleted to control access and visibility. This allows you to safely prepare content, manage user access, and remove files when they’re no longer required. Only Administrators and Publishers can change document status or delete content.
Changing the document status in your deal room
Step 1: Log in to the Ansarada Data Room
Log in at dash.ansarada.com.
Step 2: Go to Manage Documents
From the left menu, go to Manage, then choose Documents. This is where you can manage folders and files and view their current status.
Step 3: Review the current document status
In Manage-Documents, document status is shown by text colour. Items shown in red are disabled, while items shown in black are enabled. Checking this first can help you confirm what’s currently visible in the document index.
Step 4: Select folders or documents
Use the checkbox on the left to select a single item, multiple items, or the entire index.
Step 5: Changing the status
Choose the relevant action between Enable, Disable and Delete.
Enable: Select Enable at the top of your page. In the new window, confirm the amount of files and if you want to notify users. Click Enable to apply the change. Enabled items will appear in black and become visible in the Document Index.
Disable: Select Disable at the top of your page. In the new window, confirm the number of files / folders you'd like to disable. Click Disable. Disabled items will appear in red and will no longer be visible in the Document Index.
Delete: Select Delete at the top of your page. n the new window, confirm the number of files / folders you'd like to delete. Click Delete. When a document is deleted, it is removed entirely from the room, and therefore associated reports and audit trail information are also removed. If documents are deleted by mistake, Ansarada Support can assist with reinstatement.
FAQs
Who can enable or disable folders and documents?
Who can enable or disable folders and documents?
Only Administrators and Publishers can change the status of folders and documents. Viewers can see whether an item is enabled or disabled but can’t make changes.
What are the Document Statuses within the room "Enabled" & "Disabled"?
What are the Document Statuses within the room "Enabled" & "Disabled"?
Disabled folders and documents are not visible in the Document Index; they can only be accessed in Manage Documents, where they appear in red.
Enabled folders and documents are visible in both Manage Documents and the Document Index, and they appear in black.
Why are documents disabled by default?
Why are documents disabled by default?
Folders and documents are uploaded as disabled by default to help keep information secure while you configure permissions, security settings, and user access. This prevents content from becoming visible before it’s ready to share.
What happens if I disable documents that were previously downloaded?
What happens if I disable documents that were previously downloaded?
Disabling documents will block access to any saved/downloaded versions that were downloaded with security controls applied. To learn how to apply security controls so you can revoke access to downloaded files see this guide to learn more.
Can I enable or disable single documents only?
Can I enable or disable single documents only?
Yes, you can use the same bulk-edit top tool bar on a single document level.
You can also click the three lines menu from each file on the right. Then click the option Enable or Disable accordingly.
What happens if I accidentally delete a file?
What happens if I accidentally delete a file?
When a document is deleted from the Deal Room, it’s removed from the room along with its associated reports and audit trail information. If a file is deleted by mistake and needs to be reinstated, contact the Ansarada Support team as soon as possible via Live Chat or by emailing [email protected], and they can assist with recovery where possible.
Which users can see disabled folders and documents?
Which users can see disabled folders and documents?
Administrator, Publishers and Viewers can see enabled and disabled content. Only Administrators and Publishers can make changes to content (for publishers the security settings for their team must allow them access to these files).
What should I check prior to enabling documents?
What should I check prior to enabling documents?
Before enabling content, it’s best practice to review the security settings for each team to ensure the correct users will have access.
How can I locate just my disabled files?
How can I locate just my disabled files?
You can easily locate your disabled files by filtering the Manage Documents area, go to Filter, select the Documents drop down and choose Disabled documents.